The onboarding process involves syncing your financial institutions, uploading financial documents into the Vault (accessible from your left sidebar or by clicking + Add Asset and selecting "Import from files"), which may take up to 48 hours to process.
You can also sync online investor portals and institutions that don't have common APIs by leveraging Vyzer's VIP syncing solution.
You can also choose to create your assets manually. You can also reach out to your designated account manager for personalized assistance in setting up your account and addressing any questions you may have.